Nicholas Emmanuel Anastasakis

Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• HOURLY & FIXED RATE CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2005 → Present
  Cornerstone Asset Management Services, Inc.
  Parma, IA
• 06/2007 → Present
  J.W. Cole Financial
  Tamapa, FL
• 02/2004 → Present
  Anastasakis & Associates, Dba Ohio Financial
  Parma, OH
• 10/2024 → Present
  J.W. Cole Advisors, Inc.
  Tampa, FL

Previous Registrations

• 2005-01-07 → 2006-04-21
  Questar Asset Management, Inc.
  Parma, OH
• 2004-08-18 → 2005-12-31
  Questar Capital Corporation
  Parma, OH
  Parma, OH
• 2002-11-21 → 2003-07-01
  Morgan Stanley Dw Inc.
  Akron, OH

Other Businesses

(1) A) CAM LLC B) NOT INVESTMENT RELATED D) OFFICE EXPENSES G) 2 HOURS/MONTH I) ACCOUNT THAT RECEIVES RENTAL PAYMENTS FROM SUB LEASER J) NOT AN OFFICER K) NO CLIENTS INVOLVED M) $9,720/YEAR (2) CORNERSTONE ASSET MANAGEMENT / INDEPENDENT RIA (3) DBA: OHIO FINANCIAL ANASTASAKIS & ASSOCIATES (4) (A) NETBOY OUTDOORS OF OHIO, LLC (B) NON-INVESTMENT RELATED (C) 1105 VALLEY PARK DRIVE, BROADVIEW, OH 44147 (D) TRAVEL BLOG AND GUIDE SERVICE (E) MANAGING MEMBER (F) 11/02/2022 (G) 2 HOURS A MONTH DURING TRADING HOURS

Exams

• S66 Uniform Combined State Law Examination
  2002-09-19

Other Names

• Nicholas E Anastasakis
• Nicholas E Anastasakis